Report Module Overview
Built into Church Social is a powerful report builder that lets churches create almost any report from their membership data. Reports can be downloaded as PDF or exported to Excel/CSV files.
Standard reports
Church Social comes with several standard reports that are build in and ready to use. They can be found in the People section under the Reports tab.
For more information on some of the standard reports Church Social has to offer, visit the Standard Reports article.
Access to reports
Access to reports depends on your role. Office-bearers can only view existing reports. Administrators, Statisticians, and Report Managers can access the full reports section. They are able to run existing reports as well as create, edit, and delete custom reports.
Custom reports
Most of the existing reports can be edited to meet your requirements and can then be saved to the Custom report section of the module so that you can reuse them later.
Reports can be customized to control which data is retrieved, how that data is filtered and organized.
- Columns - Allows you to select which fields you want on your report. Examples are Name, Age, Profession Date, Membership Status etc.
- Filters - Allows you to filter the fields. For example you can select to show only those who are a certain age or those who are non-members.
- Sort By - Allows you to control sort order in the report. For example you can sort by name.
- Group By - Allows you to group the report by any of the fields. For example you can group the results by age.
Exporting and printing reports
Whether you’re using a default report or a custom one, just click the three-dot menu to export it. Reports can be downloaded as a CSV or Excel file, or printed as a PDF. When printing, you can choose between portrait or landscape orientation. This is especially useful for reports with lots of columns!
Click to view a profile
One useful feature of reports is the ability to click on any row to open the profile of that person or family. This makes it easy to update member or family information directly from a report.
For example, the Family Contact List report shows all members of your congregation along with their children, address, phone numbers, and emails. If you notice an error, simply click the member’s name to open their profile and make the correction.
